Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Mosaic Family Wealth Partners »

Vanguard Total World Stock Idx shares owned by Mosaic Family Wealth Partners

Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Mosaic Family Wealth Partners from 13F filings

Historical chart of Mosaic Family Wealth Partners investment in Vanguard Total World Stock Idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total World Stock Idx held by Mosaic Family Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in Vanguard Total World Stock Idx by Mosaic Family Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$490k	4.4k	112.63
2024-03-31	$514k	4.7k	110.50
2023-12-31	$473k	4.6k	102.88

More positions owned by Mosaic Family Wealth Partners

Vanguard Growth Etf Growth Etf (VUG)

Dimensional Us Large Cap Value Etf Us Large Cap Val (DFLV)

Xtrackers Msci Eafe Hedged Equity Etf Xtrack Msci Eafe (DBEF)

Vanguard Value Etf Value Etf (VTV)

Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)

Dimensional Emerging Markets Core Equity 2 Etf Emerging Mkts Co (DFEM)

Dimensional Us Small Cap Value Etf Us Small Cap Val (DFSV)

Dimensional U.s. Targeted Value Etf Us Targeted Vlu (DFAT)

Apple (AAPL)

Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)

Dimensional Global Real Estate Etf Global Real Est (DFGR)

Dimensional International Core Equity 2 Etf Intl Core Equity (DFIC)

Dimensional Us Marketwide Value Etf Us Mktwide Value (DFUV)

Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)

Microsoft Corporation (MSFT)

View all positions for Mosaic Family Wealth Partners

Top funds holding Vanguard Total World Stock Idx

Texas Treasury Safekeeping Trust Company

Cambridge Associates

Morgan Stanley

Bank of America Corporation

Partners Capital Investment Group

Alliancebernstein

Northwestern Mutual Wealth Management Company

Nepc

Royal Bank of Canada

Brandywine Trust Company

Rockefeller Capital Management

Edgehill Endowment Partners

Schroder Investment Management Group

Angeles Wealth Management

Northern Trust

View all funds holding Vanguard Total World Stock Idx

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z